Morgan Stanley Institutional Fund Trust Discovery Portfolio Class L (MSKLX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
13.25
+0.14 (1.07%)
Jul 3, 2025, 4:00 PM EDT
72.30%
Fund Assets 1.12B
Expense Ratio 1.55%
Min. Investment $1,000
Turnover 46.00%
Dividend (ttm) n/a
Dividend Yield n/a
Dividend Growth n/a
Payout Frequency n/a
Ex-Dividend Date n/a
Previous Close 13.11
YTD Return 21.78%
1-Year Return 72.30%
5-Year Return -3.16%
52-Week Low 7.22
52-Week High 13.25
Beta (5Y) n/a
Holdings 47
Inception Date Jun 15, 2012

About MSKLX

Morgan Stanley Institutional Fund Trust Discovery Portfolio Class L is a mutual fund focused on achieving long-term capital growth. The portfolio primarily invests in established and emerging U.S. mid-cap companies that possess sustainable competitive advantages, strong business visibility, robust balance sheets, and the ability to generate high returns on capital. The fund emphasizes companies within the middle tier of the U.S. equity market by market capitalization, targeting sectors with significant growth potential, such as information technology, consumer discretionary, and health care. Among its top holdings are companies like DoorDash, Cloudflare, The Trade Desk, and Affirm Holdings, reflecting a strong tilt toward innovative and rapidly expanding businesses. The fund is managed by an experienced team and seeks to outperform the broader mid-cap growth segment by capitalizing on trends within industries undergoing substantial transformation. Its role within the financial market is to provide investors access to a diversified portfolio of high-growth mid-sized firms, often filling the gap between large, established blue-chip stocks and smaller, more volatile growth companies.

Fund Family Morgan Stanley
Category Mid-Cap Growth
Stock Exchange NASDAQ
Ticker Symbol MSKLX
Share Class Class L
Index Russell MidCap Growth TR

Performance

MSKLX had a total return of 72.30% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.99%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol Provider Name Expense Ratio
VMGRX Vanguard Vanguard Mid-Cap Growth Fund Investor Shares 0.33%
FMDGX Fidelity Fidelity Mid Cap Growth Index Fund 0.05%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
MMCGX Class R6 0.65%
MPEGX Class I Shares 0.76%
MACGX Class A Shares 1.02%
MSMFX Class C 1.80%

Top 10 Holdings

54.32% of assets
Name Symbol Weight
Cloudflare, Inc. NET 9.44%
Aurora Innovation, Inc. AUR 5.60%
MicroStrategy Incorporated MSTR 5.60%
Core & Main, Inc. CNM 5.21%
Royalty Pharma plc RPRX 5.04%
Roblox Corporation RBLX 4.98%
DoorDash, Inc. DASH 4.87%
Affirm Holdings, Inc. AFRM 4.82%
Global-E Online Ltd. GLBE 4.67%
QXO, Inc. QXO 4.09%
View More Holdings